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Working With You

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. In my experience, no two clients are the same and I therefore ensure that I understand your personal or business objectives and deliver solutions that are right for you.

I do not provide off the shelf solutions, but I offer the benefit of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long term relationship with you.

I aim to deliver my commitment by:

Providing personal face-to-face financial advice

Giving you the opportunity to review your financial affairs regularly

Effectively managing your investments via our distinctive approach

Keeping you informed of the latest news and any changes that might affect your personal situation

Listening to your feedback

Ensuring that my dealings with you are sensitive to your needs

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The Partner represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.